Bristol Myers Squibb Co
BMY- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000014272
In the last 90 days, Bristol Myers Squibb Co insiders filed 0 open-market purchases and 2 sales; 2,530 institutions reported holding it in 13F filings for Q2 2026, worth $96.7B in total; no superinvestor holds it.
Other share classesCELG.RI
13F holders, Q1 2025
Institutional positions in Bristol Myers Squibb Co as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,486
- +35 vs. Q4 2024
- Shares held
- 1.63B
- +45.9M (+2.9%) vs. Q4 2024
- Total value
- $99.3B
- +$9.75B (+10.9%) vs. Q4 2024
- New holders
- 201
- 956 more added
- Sold out
- 166
- 990 more reduced
44 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BMY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $119.2B |
| Q4 2021 | 2,451 | $99.9B |
| Q3 2021 | 2,299 | $96.6B |
| Q2 2021 | 2,379 | $109.0B |
| Q1 2021 | 2,374 | $102.8B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 4,500 | $274.5K | 0.12% | 00.0% | Unchanged |
| Five Oceans Advisors | 4,509 | $275.0K | 0.13% | +4,509 | New |
| Schwerin Boyle Capital Management Inc | 4,511 | $275.1K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,524 | $275.9K | 0.06% | +246+5.8% | Added |
| Tradition Wealth Management, LLC | 4,536 | $276.6K | 0.02% | +492+12.2% | Added |
| Lavaca Capital LLC | 4,545 | $277.2K | 0.13% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,555 | $277.8K | 0.11% | −5,577−55.0% | Reduced |
| Waycross Partners, LLC | 4,557 | $277.9K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,861 | $278.8K | 0.04% | +171+3.0% | Added |
| Ironwood Investment Counsel, LLC | 4,571 | $278.8K | 0.05% | −262−5.4% | Reduced |
| Burt Wealth Advisors | 4,580 | $279.3K | 0.07% | −460−9.1% | Reduced |
| Hickory Point Bank & Trust | 4,595 | $280.2K | 0.25% | −2,417−34.5% | Reduced |
| Kidder Stephen W | 4,600 | $280.6K | 0.09% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $280.6K | 0.18% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 5,764 | $280.7K | 0.18% | −207−3.5% | Reduced |
| Accel Wealth Management | 4,603 | $280.7K | 0.10% | −71−1.5% | Reduced |
| Koss-Olinger Consulting, LLC | 4,611 | $281.0K | 0.02% | +4,611 | New |
| Resurgent Financial Advisors LLC | 4,616 | $281.5K | 0.17% | −698−13.1% | Reduced |
| Quest Partners LLC | 4,619 | $281.7K | 0.03% | −14,132−75.4% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 4,632 | $282.5K | 0.09% | +62+1.4% | Added |
| Moment Partners, LLC | 4,633 | $282.6K | 0.06% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 4,641 | $283.1K | 0.15% | −630−12.0% | Reduced |
| PFG Advisors | 4,642 | $283.1K | 0.02% | +70+1.5% | Added |
| Slocum, Gordon & Co LLP | 4,646 | $283.4K | 0.21% | −208−4.3% | Reduced |
| Sonora Investment Management Group, LLC | 4,647 | $283.4K | 0.02% | +132+2.9% | Added |
| Insight Advisors, LLC | 4,653 | $283.8K | 0.05% | +382+8.9% | Added |
| Selective Wealth Management, Inc. | 5,601 | $284.1K | 0.12% | −111−1.9% | Reduced |
| Charles Schwab Trust Co | 4,666 | $284.6K | 0.02% | +4,666 | New |
| Wealthquest Corp | 4,669 | $284.8K | 0.02% | −276−5.6% | Reduced |
| CFO4Life Group, LLC | 4,672 | $284.9K | 0.05% | +322+7.4% | Added |
| Bellevue Asset Management, LLC | 4,672 | $285.0K | 0.16% | −195−4.0% | Reduced |
| Schmidt P J Investment Management Inc | 4,679 | $285.4K | 0.05% | −1,800−27.8% | Reduced |
| Financial Advisors Network, Inc. | 4,682 | $285.5K | 0.05% | −1,810−27.9% | Reduced |
| Piscataqua Savings Bank | 4,684 | $285.7K | 0.25% | −325−6.5% | Reduced |
| Renasant Bank | 4,684 | $285.7K | 0.19% | −216−4.4% | Reduced |
| Optas, LLC | 4,685 | $285.7K | 0.05% | +114+2.5% | Added |
| Sivia Capital Partners, LLC | 4,691 | $286.1K | 0.13% | +399+9.3% | Added |
| B&L Asset Management LLC | 4,696 | $286.4K | 0.19% | +150+3.3% | Added |
| Mill Creek Capital Advisors, LLC | 4,705 | $287.0K | 0.01% | −1,236−20.8% | Reduced |
| Somerville Kurt F | 4,705 | $287.0K | 0.05% | −1,132−19.4% | Reduced |
| SPC Financial, Inc. | 4,722 | $288.0K | 0.03% | −890−15.9% | Reduced |
| Guerra Pan Advisors, LLC | 4,724 | $288.1K | 0.23% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,725 | $288.2K | 0.05% | +800+20.4% | Added |
| Camelot Portfolios, LLC | 4,736 | $288.9K | 0.18% | +4,736 | New |
| IMS Capital Management | 4,744 | $289.3K | 0.15% | −1,278−21.2% | Reduced |
| Patton Albertson Miller Group, LLC | 4,750 | $289.7K | 0.04% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,751 | $289.8K | 0.01% | −902−16.0% | Reduced |
| Kavar Capital Partners Group, LLC | 4,763 | $290.5K | 0.05% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 4,767 | $290.7K | 0.16% | −127−2.6% | Reduced |
| Intellus Advisors LLC | 4,769 | $290.9K | 0.05% | −20.0% | Reduced |
| Brendel Financial Advisors LLC | 4,772 | $291.0K | 0.18% | 00.0% | Unchanged |
| TFB Advisors LLC | 4,791 | $292.2K | 0.08% | +4+0.1% | Added |
| LCNB Corp | 4,800 | $292.8K | 0.11% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 4,806 | $293.1K | 0.11% | +485+11.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,811 | $293.4K | 0.15% | −32−0.7% | Reduced |
| Evermay Wealth Management LLC | 4,820 | $294.0K | 0.04% | −560−10.4% | Reduced |
| SlateStone Wealth, LLC | 4,815 | $294.0K | 0.03% | +900+23.0% | Added |
| Barnes Wealth Management Group, Inc | 4,823 | $294.2K | 0.19% | +7+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 4,840 | $295.2K | 0.00% | −7,480−60.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,843 | $295.4K | 0.07% | −39−0.8% | Reduced |
| LVW Advisors, LLC | 4,844 | $295.4K | 0.04% | −5,208−51.8% | Reduced |
| PSI Advisors, LLC | 4,854 | $296.1K | 0.10% | +304+6.7% | Added |
| Ambassador Advisors, LLC | 4,855 | $296.1K | 0.05% | +349+7.7% | Added |
| RMB Capital Management, LLC | 4,869 | $297.0K | 0.01% | −15,666−76.3% | Reduced |
| Beddow Capital Management Inc | 4,875 | $297.0K | 0.11% | −8,005−62.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,879 | $297.6K | 0.04% | −928−16.0% | Reduced |
| Grandview Asset Management LLC | 4,881 | $298.0K | 0.11% | +19+0.4% | Added |
| Wealth Management Associates, Inc. | 4,920 | $300.0K | 0.13% | −43−0.9% | Reduced |
| Oxford Financial Group Ltd | 4,925 | $300.4K | 0.02% | −311−5.9% | Reduced |
| Vanguard Capital Wealth Advisors | 4,925 | $300.4K | 0.37% | −1,800−26.8% | Reduced |
| Lokken Investment Group LLC | 4,932 | $300.8K | 0.13% | −243−4.7% | Reduced |
| William B. Walkup & Associates, Inc. | 4,936 | $301.0K | 0.18% | +355+7.7% | Added |
| Twin Lakes Capital Management, LLC | 4,947 | $301.7K | 0.20% | −99−2.0% | Reduced |
| Covenant Asset Management, LLC | 4,952 | $302.0K | 0.08% | +28+0.6% | Added |
| Moody Aldrich Partners LLC | 4,955 | $302.2K | 0.06% | +4,955 | New |
| Successful Portfolios LLC | 4,959 | $302.4K | 0.21% | −78−1.5% | Reduced |
| Portland Global Advisors LLC | 4,991 | $304.4K | 0.04% | −428−7.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 5,000 | $304.9K | 0.22% | −52−1.0% | Reduced |
| Harbor Advisors LLC | 5,000 | $304.9K | 0.05% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,179 | $305.0K | 0.13% | −73−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 5,013 | $305.7K | 0.02% | −1,967−28.2% | Reduced |
| Canopy Partners, LLC | 5,014 | $305.8K | 0.12% | +71+1.4% | Added |
| Centerpoint Advisory Group | 5,027 | $306.6K | 0.30% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 5,029 | $306.7K | 0.06% | −1,435−22.2% | Reduced |
| OneAscent Investment Solutions LLC | 5,028 | $307.0K | 0.36% | +5,028 | New |
| SOA Wealth Advisors, LLC. | 5,036 | $307.2K | 0.06% | +353+7.5% | Added |
| Tradewinds, LLC. | 5,042 | $307.5K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 5,053 | $308.2K | 0.03% | +1,005+24.8% | Added |
| Ignite Planners, LLC | 6,224 | $308.8K | 0.06% | +6,224 | New |
| Diversified Enterprises, LLC | 5,071 | $309.3K | 0.03% | +5,071 | New |
| Union Bancaire Privee, UBP SA | 5,643 | $310.6K | 0.01% | −265−4.5% | Reduced |
| Lodestar Private Asset Management LLC | 5,093 | $310.6K | 0.04% | +545+12.0% | Added |
| Watts Gwilliam & Co., LLC | 5,096 | $310.8K | 0.07% | +36+0.7% | Added |
| Sand Hill Global Advisors, LLC | 5,097 | $310.9K | 0.01% | −167−3.2% | Reduced |
| CWC Advisors, LLC. | 5,100 | $311.0K | 0.18% | +11+0.2% | Added |
| Satovsky Asset Management LLC | 5,108 | $311.5K | 0.07% | −264−4.9% | Reduced |
| Capital Investment Counsel, Inc | 5,124 | $312.5K | 0.05% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 6,300 | $312.6K | 0.15% | −1,623−20.5% | Reduced |
| PCG Asset Management, LLC | 5,150 | $314.1K | 0.29% | −100−1.9% | Reduced |
| Gitterman Wealth Management, LLC | 5,166 | $315.2K | 0.08% | +5,166 | New |